CHILDRESS CAPITAL ADVISORS, LLC

Position in CAT — Caterpillar Inc

CIK 1849561 HOUSTON, TX

Position in CAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,022,186

+$901,766 QoQ

Shares Held

2,838

-5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,561

of 4,031 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CHILDRESS CAPITAL ADVISORS, LLC holds $3,919,762 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CAT	Caterpillar Inc This page	2,838	$3,022,186
2	DE	Deere & Co	1,415	$897,576

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,022,186	2,838	-5.2%	Shares	Sole	2026-07-27
2026-03-31	$2,120,420	2,993	-6.9%	Shares	Sole	2026-04-29
2025-12-31	$1,842,349	3,216	+13.7%	Shares	Sole	2026-01-26
2025-09-30	$1,349,857	2,829	+45.7%	Shares	Sole	2025-10-23
2025-06-30	$753,515	1,941	+86.1%	Shares	Sole	2025-07-18
2025-03-31	$343,981	1,043	+0.5%	Shares	Sole	2025-04-22
2024-12-31	$376,544	1,038	+2.0%	Shares	Sole	2025-01-24
2024-09-30	$398,160	1,018	+2.1%	Shares	Sole	2024-10-25
2024-06-30	$332,100	997	-2.7%	Shares	Sole	2024-08-05
2024-03-31	$375,590	1,025	-6.3%	Shares	Sole	2024-04-24
2023-12-31	$323,462	1,094	-2.8%	Shares	Sole	2024-02-16
2023-09-30	$307,398	1,126	+5.4%	Shares	Sole	2023-11-06
2022-12-31	$255,850	1,068	-52.5%	Shares	Sole	2023-02-03
2022-06-30	$401,673	2,247	+5.7%	Shares	Sole	2022-08-15
2022-03-31	$473,715	2,126	+37.0%	Shares	Sole	2022-05-10
2021-12-31	$320,860	1,552	-25.4%	Shares	Sole	2022-01-26
2021-09-30	$399,297	2,080	+41.9%	Shares	Sole	2021-11-15
2021-06-30	$319,045	1,466	-13.4%	Shares	Sole	2021-07-28
2021-03-31	$392,555	1,693	+64.8%	Shares	Sole	2021-05-21
2020-12-31	$186,934	1,027	—	Shares	Sole	2021-03-09
No filing history on record for this holder in this stock.